)
Edge6 Mar 2026
Upvoted: The Story of Reddit
How Reddit built a unique platform around communities and conversation, turning human insight and intent into a distinctive business model.
Yelp
Yelp (YELP) investor relations material
Yelp Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary3 Mar, 2026
Strategic transformation and AI integration
Shifted from a sales-driven to a product-driven growth model, accelerating self-serve and upmarket strategies, with a strong focus on AI transformation since 2021.
Reconceptualizing the user experience with AI, making it more conversational and integrating partnerships with Apple, Amazon, and OpenAI to expand reach.
Licensing partnerships, especially with OpenAI, have driven significant growth in other revenue, which increased 17% in 2025 and 33% in Q4.
Emphasizes the authority and trust of human-generated content, with 330 million reviews and rigorous moderation to ensure quality.
Services now account for about 70% of revenue, reflecting a strategic shift from the traditional restaurant review focus.
Market dynamics and advertiser trends
Local physical economy has faced pressure from rising input and labor costs, with margin compression as consumers resist further price increases.
Services growth slowed significantly in 2025 due to economic uncertainty and tariffs, with these dynamics persisting into 2026.
Both enterprise and SME advertisers have adjusted their spending patterns, with SMEs reacting more quickly to economic headlines in 2025.
Increased investment in tooling and paid search to better serve mid-market and enterprise clients, focusing on connecting leads to paying customers.
Partnerships and product innovation
DoorDash partnership has replaced Grubhub, operating on a pay-per-lead model and supporting the shift to food delivery, though restaurant revenue is now only 10% of total.
Acquisition of Hatch, an AI lead management solution, enhances advertiser value by improving lead conversion and integrating with multiple platforms.
Over 50 new AI-powered products and features launched in 2025, with Request a Quote requests up 400% year-over-year and nearly 100% monetized.
Voice AI and conversational interfaces are being expanded across categories, with a focus on maintaining brand voice and trust.
Given the pressure on RR&O, how will AI help?
How does Hatch acquisition align with strategy?
Beyond trust, how will Yelp differentiate its AI experience?
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Next Yelp earnings date
Q1 20267 May, 2026
Yelp
Next Yelp earnings date
Q1 20267 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Yelp Inc. (Yelp), is a local-business review website that connects consumers with local businesses in the United States and internationally. Yelp provides reviews, free search through its local directory, and complimentary business profile pages for most of the commercial businesses listed on its platform (Yelp Business Pages). It offers its services through mobile applications for iOS and Android devices. Yelp also provides an order from business functionality to take or purchase products from restaurants and other companies. The company offers various advertising packages for business owners including Promoted Review Ads, Gift Certificates, and enhanced profile upgrades. Yelp Inc. was founded in 2004 and is headquartered in San Francisco, California.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage